Senior Sales Manager - TD Asset Management

TDToronto, ON
CA$81,600 - CA$115,200Onsite

About The Position

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2025, TDAM and its affiliates manage over $508 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds. In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts. The Senior Sales Manager (SSM) is responsible for supporting the growth of TD Asset Management solutions in a defined territory. They act as an internal wholesaler in their dedicated territory to drive education, encourage consolidation, provide conversation support and deliver presentations to broaden the depth and breadth of TDAM solutions. They support TD Wealth Financial Planning (FP), TDAM's largest client, as well as providing high level guidance for TD Investment Services representatives within TD Canada Trust. The role covers the regions of Etobicoke, Barrie Simcoe, and Georgian Trails.

Requirements

  • Undergraduate Degree preferred
  • Have previously completed or are willing to complete one of the following: Canadian Securities Course (CSC), Personal Financial Planner (PFP), Certified Investment Manager (CIM), Certified Financial Planner (CFP) designation, Chartered Financial Analyst (CFA)
  • 3 – 5 years of Investment sales or services experience within an online brokerage or retail environment is desired.
  • Ability to travel frequently is required as well as flexibility in scheduling to meet the needs of clients

Nice To Haves

  • Previous experience coaching to investment management products is considered an asset

Responsibilities

  • Acting as internal wholesaler to the TD Wealth Financial Planning and TD Investment Services
  • Provide sales support, training, education, coaching and business building tactics
  • Deliver legendary presentations to large groups, craft unique business entertainment events to recognize achievements and participate in regional and group huddle events
  • Act as a partner within assigned territory to: TD Wealth FP liaising with Senior Regional Managers and Financial Planners to maximize the sale of TD Asset Management within the FP channel.
  • Act as a partner within assigned territory to: TD Canada Trust liaising with branch leadership and TD Investment Services Representatives to increase the awareness and sale of TD Asset Management product options within the channel.
  • Receive regular updates from our Portfolio Managers, CIO and Asset Allocation team and collaborate with the SSM, Sales Enablement and Client Portfolio Manager teams to create initiatives that bring messaging and product positioning to clients.
  • Maintain up-to-date knowledge and continued compliance of TDBG policies and procedures, including but not limited to sales practices, expense management and TD's Code of Conduct and Ethics in order to protect the interests and reputation of TDBG and its clients by continuous compliance to them.
  • Contribute to TD's and the SSM's team culture by acting as a leader and contribution to a positive and constructive work environment that supports inclusiveness.

Benefits

  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs
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